See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,078 | $71,050-12.6% | $93,606-33.7% | $80,856-23.2% |
| Participation rate | 61.8% | 60.4%+1.4pp | 68.7%-7.0pp | 67.6%-5.9pp |
| Annual return | 11.94% | 11.26%+0.7pp | 133.20%-121.3pp | 35.59%-23.7pp |
| Employer contribution / active EE | $1,840 | $1,564+17.7% | $2,420-23.9% | $2,755-33.2% |
| Participant deferral / active EE | $2,914 | $4,034-27.8% | $4,411-33.9% | $4,296-32.2% |
| Admin fee / account holder | $8,735 | $6,945+25.8% | $8,285+5.4% | $6,918+26.3% |